Agent Portal User Guide

Chubb Agent Portal
User Guide
Chubb Agent Portal

User Guide
June 2021
© 2021 Chubb. All rights reserved. 1

Chubb Agent Portal
User Guide
Table of Contents
Introduction ........................................................................................................................ 4
Personal Lines Features .................................................................................................... 4
Header and Menu Features ........................................................................................... 5
Notices and News............................................................................................................... 5
My Alerts .......................................................................................................................... 6
Admin............................................................................................................................... 6
Burger Menu ..................................................................................................................... 6
Profile and Preferences....................................................................................................... 7
Portal Learning Center ........................................................................................................ 9
Chubb Contacts and Help ...................................................................................................10
Feedback..........................................................................................................................12
Dashboard Features.......................................................................................................12
Binding Suspension and CAT Notices ...................................................................................12
My Alerts .........................................................................................................................12
Client Lookup....................................................................................................................13
Endorse a Policy................................................................................................................20
Retrieve a quote ...............................................................................................................22
Start a new quote..............................................................................................................22
Tools and Services.............................................................................................................24
Marketing Content and Help ........................................................................................25
Business Lines Features ...................................................................................................26
Header and Menu Features ..........................................................................................26
Notices and News..............................................................................................................26
Notifications.....................................................................................................................27
Admin..............................................................................................................................28
Burger Menu ....................................................................................................................28
Profile and Preferences......................................................................................................28
Portal Learning Center .......................................................................................................31
Chubb Contacts and Help ...................................................................................................32
Feedback..........................................................................................................................34
Dashboard Features.......................................................................................................34

Chubb Agent Portal
User Guide
Account and Policy Search..................................................................................................34

Explore Book of Business....................................................................................................36
Business Policy Search Results ............................................................................................37
Quote or Modify Business ..................................................................................................41
Notifications.....................................................................................................................41
Tools and Services.............................................................................................................41
Manage Favorites..............................................................................................................42
Marketing Content and Help ........................................................................................43

Chubb Agent Portal
User Guide
Introduction
What is the Chubb Agent Portal?
The Chubb Agent Portal is the new application that replaces @chubb. The system will provide
agent users centralized access to data, alerts, and applications.
The agent portal is made up features and dashboards that are driven by the type of business you
have access to. If you have access to personal lines, you will see the personal lines dashboard. If
you have access to business lines, you will see the business lines dashboard. If you have access
to both personal and business lines, you will see a toggle in the top right of your dashboard,
which will allow you to easily switch between your dashboards. [Please note: Our first release is
focused on the personal lines dashboard. The business lines dashboard and toggle for users who
access both will be released soon.]
After both dashboards are available, agents with access to both will be able to change their
preferred default dashboard at any time via the Profile and preferences page, accessible from the
burger menu.
Depending on the access level you have been assigned by your agency administrator for each
type of business, certain features outlined in this user guide may not be available for your user
ID. Please contact your agency administrator to request an update to your access if needed.
Additionally, based on the business you write with Chubb, some applications may not be
available. Please contact your local branch representative with any questions.
To view a full listing of applications and services provided by the agent portal, please visit:
https://www.chubb.com/us-en/chubbagentportal.html
A note on browsers: To access the New Chubb Agent Portal, please use the most recent
version of: Google Chrome, Microsoft Edge, Firefox, or Safari. If users are unable to upgrade
their browser, they will be directed to the current @chubb experience.
A note on Users with access to both Personal Lines and Business Lines: The New
Chubb Agent Portal for Business lines is coming Summer 2021. Until then, users that have
access to both Personal Lines and Business Lines applications will have a link to access the
Chubb Agent Portal Personal Lines dashboard under Quick Links in the current @chubb
experience. Users that have access to only Personal Lines applications will be automatically
navigated to the new Chubb Agent Portal experience.
Personal Lines Features

Key features for Personal lines agents include easy ways for you to search for a client, endorse a
policy, retrieve a quote and start a new quote.
We’ve also added an at-a-glance view of new alerts, quicker access to tools and services, and
easier-to-find highlights on PRS products and features.

Chubb Agent Portal
User Guide
Header and Menu Features

The Chubb Agent Portal header includes several features, outlined below. In addition, you can
click the Chubb logo or “Agent Portal” text to return to the dashboard from any screen.
If there are any critical messages available, they will be presented directly under the header.
Click “read more” to see additional info, or the “x” icon to dismiss. Dismissed messages will not
be shown again on your next login on the same device.
Notices and News

At the top of the page, you’ll see links for Notices and News, including general Notices, Binding
Suspensions and Catastrophe notices, as and the latest Chubb News. The header will reflect a
total count of unread items since your last login. Upon expand the screen, you will see unread
counts for each area.
Click on any section to expand the tab and click between tabs to view information for each. Click
“View All” on any tab to view all data available within the section. Click “Close” to return to the
Dashboard.

Chubb Agent Portal
User Guide
My Alerts
The header contains another convenient way to access your alerts, especially if you are in other
applications. You’ll see a total count of current alerts; click the bell icon to expand the
section.
All alert types will be shown, even if no alerts are currently available. Simply click “View” next to
any alert. Once clicked, you’ll be taken to your My Alerts Desktop. You’ll have the ability to
navigate that category and all other alerts you have today.
If you are also a Business Lines agent, this icon and slide out will include a tab and count for
Business “My Notifications” as well (when business lines dashboard is released).
Admin
Click here to access the new Access Management Portal, the replacement of the EAS system, as
well as the administer my alerts link.
Burger Menu
Our new navigation, or burger, menu opens to quick links to return to your dashboard, update
your profile, access the new ‘Portal learning center’ page, access tools and services quickly from
other applications, and more.
Click the icon to expand the menu.

Chubb Agent Portal
User Guide
Profile and Preferences

To view or update profile information, or change your password, access the Profile and
Preferences page from the burger menu:
Edit Profile
To edit your profile, click the down arrow on the edit profile section to expand the screen:
To make updates to your information, click in any text box. Once changes are made, the “Save
Changes” button will enable. Click “Save Changes” to save or “Return to Dashboard” to return
to the homepage.

Chubb Agent Portal
User Guide
Update Password
To change your password, click the down arrow on the Update Password section to expand the
screen:
From here, enter your current password followed by your new password, making sure you follow
the guide. Confirm your new password by entering a second time and click “Save Changes.” If
at any time you need to see what you entered, click the icon.

Chubb Agent Portal
User Guide
Portal Learning Center

The Portal Learning Center contains important information to help you navigate the new portal,
including user guides and helpful videos. To access, simply click the link from the burger menu:
From here, click any link to view the content or click “Return to Dashboard” to go back to your
homepage:

Chubb Agent Portal
User Guide
Chubb Contacts and Help

To access Chubb Contacts and Help, click the burger menu and choose “Chubb contacts and
help.” By default, you’ll land on the Contacts tab. Select a product area from the drop down to
view Chubb Contacts.

Chubb Agent Portal
User Guide
To view Help Desk information, click the “Help” tab. Help Desk information can also be found at
the bottom of your Dashboard page.

Chubb Agent Portal
User Guide
Feedback
To access the Feedback feature, click the burger menu and choose “Feedback.” A new site will
launch where you can enter your feedback and click submit.
Dashboard Features
The Dashboard provides several features including access to alerts, client lookups options,
starting or retrieving quotes, and ability to endorse a policy.
Binding Suspension and CAT Notices

The Dashboard Binding suspension and CAT notices section provides a quick count of available
notices. Click “view” to navigate to the Binding Suspension and CAT notices page to view all
alerts.
My Alerts
The Dashboard My alerts section allows you to view all your available alerts, including a date as
to when the alerts were last updated. To view your alerts, simply click “View” next to any alert.
Once clicked, you’ll be taken to your My Alerts Desktop. You’ll have the ability to navigate that
category and all other alerts you have today.
All alert types will be shown, even if no alerts for that type are currently available.

Chubb Agent Portal
User Guide
Client Lookup
When you need to view client information, click “Client Lookup.” Here, you can enter either the
policy number or the client’s name by clicking on either section. Once you enter the
information, click “Go.”

Chubb Agent Portal
User Guide
From here, you’ll be taken to the new Client Centric Dashboard that replaces the current My
Policies application.

Chubb Agent Portal
User Guide
The client centric view will list all the policies in the client’s household. Drill down to view
specific policy details, billing accounts, claims, and home assessments for all the policies in the
household. You can also upload policy documents.

Chubb Agent Portal
User Guide
The new client centric dashboard introduces some new features:

For each client, you will be able to view and download auto ID cards, as well as home and
contents Proof of Insurance.

Chubb Agent Portal
User Guide

Chubb Agent Portal
User Guide
A message on the top of the screen will be presented when you can create a portal account for
your client or add policies to their existing portal account.
The Billing card provides high-level view for all active billing accounts. Get more detailed
information in the ‘Billing Accounts’ tab.

Chubb Agent Portal
User Guide
The Claims card provides a summary view of the open Claims in the household. And again, get
more detailed information in the ‘Claims tab’.

Chubb Agent Portal
User Guide
Endorse a Policy
To endorse or change a policy, select the ‘Endorse a Policy’ tab. Here, you can enter either the
policy number or the client’s name by clicking on either section. Enter the data and click “Go;”
you’ll then receive confirmation that you’ve retrieved the correct policy. Click “Go” again to
launch the application and make your updates.

Chubb Agent Portal
User Guide

Chubb Agent Portal
User Guide
Retrieve a quote
To retrieve an existing quote, click the ‘Retrieve a quote’ tab. Here, you can enter the quote
number, client information, or click to navigate to PRS Marketplace to view recent quotes. Enter
the data and click “Go;” you’ll then receive confirmation that you’ve retrieved the correct policy.
Click “Go” again to launch the application and view the information for the quote.
Start a new quote

To start a quote, select the ‘Start a Quote’ tab and ‘Get a quote’.

Chubb Agent Portal
User Guide
Next, choose the lines of business and state and click ‘Continue.’ If you’ve selected only one
product, the appropriate system will launch. Otherwise, you’ll be presented a list of each
application you’ll need to launch in order to quote, by product. Click launch to open the
application in a new window.
No need for you to figure out where to go! The system does it for you.

Chubb Agent Portal
User Guide
Alternatively: If you know which system you need to access, click the ‘Policy System’ dropdown
under Tools and Services and click to launch it.
Tools and Services

The Tools and Services section of the main dashboard contains quick links to frequently used
applications, including My Resources, Catastrophe Tracker and the Agent Marketing
Center. Click any individual application to launch or click any boxes with a to expand and
view all available applications under that header. Then click any application to launch.

Chubb Agent Portal
User Guide
Marketing Content and Help

To access Marketing and Product information, or to quickly find help desk contact information,
scroll to the bottom of your Dashboard page. Click any content to launch.

Chubb Agent Portal
User Guide
Business Lines Features

Key features for Business lines agents include easy ways for to search for an account, view your
book of business or search by product, view documents for your search criteria that are available
digitally, and to quickly access quote and modify applications.
We’ve also added an at-a-glance view of new notifications, quicker access to tools and services,
and easier-to-find highlights on Business lines products and features.
Header and Menu Features

The Chubb Agent Portal header includes several features, outlined below. In addition, you can
click the Chubb logo or “Agent Portal” text to return to the dashboard from any screen.
If there are any critical messages available, they will be presented directly under the header.
Click “read more” to see additional info, or the “x” icon to dismiss. Dismissed messages will not
be shown again on your next login on the same device.
Notices and News

At the top of the page, you’ll see links for Notices and News, including general Notices and the
latest Chubb News. The header will reflect a total count of unread items since your last login.
Upon expand the screen, you will see unread counts for each area.
Click on any section to expand the tab and click between tabs to view information for each. Click
“View All” on any tab to view all data available within the section. Click “Close” to return to the
Dashboard.

Chubb Agent Portal
User Guide
Notifications
The header contains another convenient way to access your notifications if you are not on the
dashboard page. You’ll see a total count of current alerts; click the bell icon to expand
the section.
The Policy Document alert will always be shown, even if no alerts are currently available. The
count will reflect new documents issued within the last 14 days. Simply click “View” next to the
alert to navigate to the data in Business Policy Search.
Marketplace and Worldview alerts will be shown only if there are alerts available. Click “View”
next to any alert to seamlesslysign into the application and view the relevant data.

Chubb Agent Portal
User Guide
If you are also a Personal Lines agent, this icon and slide out will include a tab and count for
Personal Lines “My Alerts” as well.
Admin
Click here to access the new Access Management Portal, the replacement of the EAS system.
Burger Menu
Our new navigation, or burger, menu opens to quick links to return to your dashboard, update
your profile, access the new ‘Portal learning center’ page, access tools and services quickly from
other applications, and more.
Click the icon to expand the menu.
Profile and Preferences

To view or update profile information, or change your password, access the Profile and
Preferences page from the burger menu:

Chubb Agent Portal
User Guide
Edit Profile
To edit your profile, click the down arrow on the edit profile section to expand the screen:
To make updates to your information, click in any text box. Once changes are made, the “Save
Changes” button will enable. Click “Save Changes” to save or “Return to Dashboard” to return
to the homepage.

Chubb Agent Portal
User Guide
Update Password
To change your password, click the down arrow on the Update Password section to expand the
screen:
From here, enter your current password followed by your new password, making sure you follow
the guide. Confirm your new password by entering a second time and click “Save Changes.” If
at any time you need to see what you entered, click the icon.

Chubb Agent Portal
User Guide
Portal Learning Center

The Portal Learning Center contains important information to help you navigate the new portal,
including user guides and helpful videos. To access, simply click the link from the burger menu:
From here, click any link to view the content or click “Return to Dashboard” to go back to your
homepage:

Chubb Agent Portal
User Guide
Chubb Contacts and Help

To access Chubb Contacts and Help, click the burger menu and choose “Chubb contacts and
help.” By default, you’ll land on the Contacts tab. Select a product area and Location from the
drop downs to view Chubb Contacts.

Chubb Agent Portal
User Guide
To view Help Desk information, click the “Help” tab. Help Desk information can also be found at
the bottom of your Dashboard page.

Chubb Agent Portal
User Guide
Feedback
To access the Feedback feature, click the burger menu and choose “Feedback.” A new site will
launch where you can enter your feedback and click submit.
Dashboard Features
The Dashboard provides several features including access to notifications, account and book of
business searches, and quick access to applications to quote or modify business.
Account and Policy Search

To search for data by account name or policy number, click Account and Policy search. The
search will return all available data for in-force business.

Chubb Agent Portal
User Guide
Drop downs will be pre-filled with data relevant to your agency and the agency codes to which
you have access. Scroll to select or start typing to filter to specific data. Once you have selected
your accounts or policy numbers, click “Go.” Results will be presented on the business policy
search page, defaulted to the summary tab.

Chubb Agent Portal
User Guide
If you’d like to limit your data to a specific agency code, use the select an agency code feature to
select a code from the drop down and click “OK”. This will update your account and policy
number drop downs to reflect only policies associated to that producer code.
Explore Book of Business

If you’d like to do a broader search of in-force business, click the Explore book of business tab to
select all or specific products. This drop down will be pre-populated based on the business your
agency writes with Chubb and the agency codes you have access to.
Once you have selected your search criteria, click go. Results will be presented on the business
policy search page, defaulted to the summary tab.

Chubb Agent Portal
User Guide
If you’d like to limit your data to a specific agency code, use the select an agency code feature to
select a code from the drop down and click “OK”. This will update your account and policy
number drop downs to reflect only data for that code.
Business Policy Search Results

Once you have selected your search criteria from the Account and Policy or Book of Business
tabs and click “Go”, you will land on the Summary Tab. On the Summary tab, you can further
refine your search results by using the sort and filter options or choose to export this data into
an Excel file. In the top right, you will see what your search criteria included. Click “edit” to
amend your search.

Chubb Agent Portal
User Guide
Click the “Documents” tab to view documents for your search criteria that are available digitally.
Currently, this includes policies and endorsements from Policy View and Worldview. You can
further refine your search results by using the sort and filter options. You can also export this
data into excel.
To download a document within Chubb Agent Portal, click the button. To view the
document in the source system, click the icon.
Note: Based on your access level and roles, some documents may not be able to be accessed in
the source system. If you are trying to access a document in Worldview and receive a
“Restricted Access” message, please contact worldview@chubb.com to be provisioned access to
that information.

Chubb Agent Portal
User Guide
The billing and claims tabs include links to applications that contain this data. Over time the
portal will be enhanced to incorporate detailed billing and claims information like the policy
information provided on the documents tab.

Chubb Agent Portal
User Guide
Click the “Contacts” tab to find Underwriter, Marketing Manager, and Branch Manager contact
information by Account and Product. Click the icon to open an email in your default email
application pre-filled with the email address. Or, use the icon to copy the email address to
you clip board and paste into a new email.

Chubb Agent Portal
User Guide
Quote or Modify Business

To quickly access applications to quote or modify business, click on Quote or modify business
tab. The drop down will be prefilled with applications relevant to your agency and access.
Simply select the application you’d like to navigate to and click go. Navigation to these
applications will be seamless; you will not need to utilize a second login or separate user ID.
Click the icon next to any application to view a short description.
Notifications
The Dashboard Notifications section provides a convenient way to access your notifications for
new policy documents as well as alerts from Marketplace and Worldview.
The Policy Document alert will always be shown, even if no alerts are currently available. The
count will reflect new documents issued within the last 14 days. Simply click “View’ next to the
alert to navigate to the data in Business Policy Search.
Marketplace and Worldview alerts will be shown only if there are alerts available. Click “View’
next to any alert to single sign on into the application and view the relevant data.
Tools and Services

The Tools and Services section of the main dashboard contains links to all available applications
and tools. Click any individual application to launch or click any boxes with a to expand
and view all available applications under that header. Then click any application to launch.
Tool tips on each application will give a short description of what it does or includes.
Navigation to most applications will be seamless; you will not need to utilize a second login or
separate user ID.
Chubb Agent Portal
User Guide
Manage Favorites
If there are applications you use frequently, you can save them by utilizing the favorite
applications section of the page. You can choose up to 8 applications and create an order of your
choosing. This application list can be edited at any time. If you have not selected any favorites
as part of your first time login, a few default applications will be selected for you.
To edit your favorite list, click on “Manage” or “Click here to add more.” Use the and
icons to toggle applications on or off; drag the icon to move selected applications up
or down in your list.

Chubb Agent Portal
User Guide
Marketing Content and Help

To access Marketing and Product information, or to quickly find help desk contact information,
scroll to the bottom of your Dashboard page. Click any content to launch.

Agent Portal User Guide

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Chubb Agent Portal

Chubb Agent Portal

© 2021 Chubb. All rights reserved. 1

© 2021 Chubb. All rights reserved. 2

Account and Policy Search..................................................................................................34

© 2021 Chubb. All rights reserved. 3

Personal Lines Features

© 2021 Chubb. All rights reserved. 4

Header and Menu Features

Notices and News

© 2021 Chubb. All rights reserved. 5

Click the icon to expand the menu.

© 2021 Chubb. All rights reserved. 6

Profile and Preferences

© 2021 Chubb. All rights reserved. 7

© 2021 Chubb. All rights reserved. 8

Portal Learning Center

© 2021 Chubb. All rights reserved. 9

Chubb Contacts and Help

© 2021 Chubb. All rights reserved. 10

© 2021 Chubb. All rights reserved. 11

Binding Suspension and CAT Notices

© 2021 Chubb. All rights reserved. 12

© 2021 Chubb. All rights reserved. 13

© 2021 Chubb. All rights reserved. 14

© 2021 Chubb. All rights reserved. 15

The new client centric dashboard introduces some new features:

© 2021 Chubb. All rights reserved. 16

© 2021 Chubb. All rights reserved. 17

© 2021 Chubb. All rights reserved. 18

© 2021 Chubb. All rights reserved. 19

© 2021 Chubb. All rights reserved. 20

© 2021 Chubb. All rights reserved. 21

Start a new quote

© 2021 Chubb. All rights reserved. 22

© 2021 Chubb. All rights reserved. 23

Tools and Services

© 2021 Chubb. All rights reserved. 24

Marketing Content and Help

© 2021 Chubb. All rights reserved. 25

Business Lines Features

Header and Menu Features

Notices and News

© 2021 Chubb. All rights reserved. 26

© 2021 Chubb. All rights reserved. 27

Click the icon to expand the menu.

Profile and Preferences

© 2021 Chubb. All rights reserved. 28

© 2021 Chubb. All rights reserved. 29

© 2021 Chubb. All rights reserved. 30

Portal Learning Center

© 2021 Chubb. All rights reserved. 31

Chubb Contacts and Help

© 2021 Chubb. All rights reserved. 32

© 2021 Chubb. All rights reserved. 33

Account and Policy Search

© 2021 Chubb. All rights reserved. 34

© 2021 Chubb. All rights reserved. 35

Explore Book of Business

© 2021 Chubb. All rights reserved. 36

Business Policy Search Results

© 2021 Chubb. All rights reserved. 37